Boston Financial Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,072	Closed	-$221K	–	312
2022 Q4	$221K	Hold	3,072	–	–	0.01%	302
2022 Q3	$206K	Sell	3,072 -46	-1%	-$3.09K	0.01%	292
2022 Q2	$224K	Buy	+3,118	New	+$224K	0.01%	273